McDonald's Corporation
MX ˙ BMV ˙ US5801351017
SecurityMX:MCD / McDonald's Corporation
InstitutionCulbertson A N & Co Inc
Latest Disclosed Ownership35,873 shares
Latest Disclosed Value $ 11,148,918
Culbertson A N & Co Inc reports 2.79% decrease in ownership of MCD / McDonald's Corporation

On May 12, 2026 - Culbertson A N & Co Inc filed a 13F-HR form disclosing ownership of 35,873 shares of McDonald's Corporation (MX:MCD) valued at $11,148,918 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 36,903 shares of McDonald's Corporation. This represents a change in shares of -2.79% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F MCDONALDS COM 580135101 35,873 -1,030 -2.79 11,149 -1.15 1.4463
2026-01-21 2025-12-31 13F MCDONALDS COM 580135101 36,903 -315 -0.85 11,279 -0.28 1.5474
2025-10-24 2025-09-30 13F MCDONALDS COM 580135101 37,218 -150 -0.40 11,310 3.60 1.6006
2025-08-11 2025-06-30 13F MCDONALDS COM 580135101 37,368 -535 -1.41 10,918 -7.79 1.6763
2025-05-15 2025-03-31 13F MCDONALDS COM 580135101 37,903 -252 -0.66 11,840 7.04 1.8912
2025-01-16 2024-12-31 13F MCDONALDS COM 580135101 38,155 -100 -0.26 11,061 -5.05 1.7593
2024-10-16 2024-09-30 13F MCDONALDS COM 580135101 38,255 -22 -0.06 11,649 19.42 1.8754
2024-07-30 2024-06-30 13F MCDONALDS COM 580135101 38,277 -910 -2.32 9,754 -11.71 1.7034
2024-04-30 2024-03-31 13F MCDONALDS COM 580135101 39,187 -863 -2.15 11,049 -6.96 1.9073
2024-01-19 2023-12-31 13F MCDONALDS COM 580135101 40,050 -90 -0.22 11,875 12.30 2.2087
2023-10-18 2023-09-30 13F MCDONALDS COM 580135101 40,140 -214 -0.53 10,574 -12.18 2.1220
2023-07-18 2023-06-30 13F MCDONALDS COM 580135101 40,354 -278 -0.68 12,042 5.99 2.3271
2023-05-08 2023-03-31 13F MCDONALDS COM 580135101 40,632 -303 -0.74 11,361 5.32 2.3206
2023-01-23 2022-12-31 13F MCDONALDS COM 580135101 40,935 -108 -0.26 10,788 13.91 2.2721
2022-10-13 2022-09-30 13F McDonalds COM 580135101 41,043 -1,274 -3.01 9,470 -9.35 2.1976
2022-07-21 2022-06-30 13F McDonalds COM 580135101 42,317 0 0.00 10,447 -0.16 2.2655
2022-04-19 2022-03-31 13F McDonalds COM 580135101 42,317 -410 -0.96 10,464 -8.64 1.9697
2022-01-14 2021-12-31 13F McDonalds COM 580135101 42,727 -1,015 -2.32 11,454 8.61 2.1572
2021-10-22 2021-09-30 13F McDonalds COM 580135101 43,742 954 2.23 10,546 6.70 2.1581
2021-07-26 2021-06-30 13F MCDONALDS COM 580135101 42,788 160 0.38 9,884 3.44 2.0588
2021-04-22 2021-03-31 13F MCDONALDS COM 580135101 42,628 -371 -0.86 9,555 3.55 2.1036
2021-01-27 2020-12-31 13F MCDONALDS COM 580135101 42,999 -556 -1.28 9,227 -3.48 2.1932
2020-10-30 2020-09-30 13F MCDONALDS COM 580135101 43,555 -1,578 -3.50 9,560 14.82 2.5244
2020-07-24 2020-06-30 13F MCDONALDS COM 580135101 45,133 -479 -1.05 8,326 10.40 2.2868
2020-04-27 2020-03-31 13F MCDONALDS COM 580135101 45,612 -657 -1.42 7,542 -17.51 2.4400
2020-01-27 2019-12-31 13F MCDONALDS COM 580135101 46,269 -1,325 -2.78 9,143 -10.53 2.3558
2019-10-28 2019-09-30 13F MCDONALDS COM 580135101 47,594 -502 -1.04 10,219 2.31 2.7891
2019-07-24 2019-06-30 13F MCDONALDS COM 580135101 48,096 240 0.50 9,988 9.90 2.7766
2019-04-17 2019-03-31 13F MCDONALDS COM 580135101 47,856 -395 -0.82 9,088 6.07 2.6193
2019-01-25 2018-12-31 13F MCDONALDS COM 580135101 48,251 -1,433 -2.88 8,568 3.08 2.7289
2018-10-22 2018-09-30 13F MCDONALDS COM 580135101 49,684 611 1.25 8,312 8.10 2.2647
2018-07-18 2018-06-30 13F MCDONALDS COM 580135101 49,073 -150 -0.30 7,689 -0.10 2.2867
2018-04-18 2018-03-31 13F MCDONALDS COM 580135101 49,223 -473 -0.95 7,697 -10.02 2.3021
2018-01-22 2017-12-31 13F MCDONALDS COM 580135101 49,696 455 0.92 8,554 10.87 2.4122
2017-10-18 2017-09-30 13F MCDONALDS COM 580135101 49,241 -230 -0.46 7,715 1.82 2.3545
2017-07-18 2017-06-30 13F MCDONALDS COM 580135101 49,471 60 0.12 7,577 18.32 2.4026
2017-04-21 2017-03-31 13F MCDONALDS COM 580135101 49,411 158 0.32 6,404 6.82 2.0850
2017-01-23 2016-12-31 13F MCDONALDS COM 580135101 49,253 313 0.64 5,995 6.18 2.0401
2016-10-12 2016-09-30 13F MCDONALDS COM 580135101 48,940 -229 -0.47 5,646 -4.58 2.0076
2016-07-13 2016-06-30 13F MCDONALDS COM 580135101 49,169 560 1.15 5,917 -3.14 2.1883
2016-04-14 2016-03-31 13F MCDONALDS COM 580135101 48,609 -705 -1.43 6,109 4.86 2.3717
2016-01-19 2015-12-31 13F McDonalds COM 580135101 49,314 197 0.40 5,826 20.40 2.3035
2015-10-16 2015-09-30 13F McDonalds COM 580135101 49,117 -1,741 -3.42 4,839 0.08 2.0418
2015-07-16 2015-06-30 13F McDonalds COM 580135101 50,858 -7 -0.01 4,835 -2.44 1.8854
2015-04-21 2015-03-31 13F McDonalds COM 580135101 50,865 50,865 0.00 4,956 1.9732
2015-01-26 2014-12-31 13F McDonalds COM 580135101 0 -51,544 -100.00 0 -100.00
2014-10-16 2014-09-30 13F McDonalds COM 580135101 51,544 1,130 2.24 4,887 -3.78 2.1040
2014-07-22 2014-06-30 13F McDonalds COM 580135101 50,414 -588 -1.15 5,079 1.58 2.2086
2014-04-16 2014-03-31 13F McDonalds COM 580135101 51,002 1,619 3.28 5,000 4.34 2.3291
2014-01-21 2013-12-31 13F McDonalds COM 580135101 49,383 375 0.77 4,792 1.63 2.3323
2013-10-16 2013-09-30 13F McDonalds COM 580135101 49,008 764 1.58 4,715 -1.28 2.5261
2013-07-19 2013-06-30 13F McDonalds COM 580135101 48,244 48,244 4,776 2.6881
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.